Re-run validation with the Validate action
When validation fails on an invoice, you fix the underlying fields and then trigger validation to run again. That second run is called soft revalidation. The button is labeled Validate on the invoice detail page.
Why "soft"
Soft revalidation re-runs all rules and hooks against the current state of the invoice. It does not reset anything else (the agent's extraction stays, your edits stay, the activity log keeps growing). It just re-checks.
If everything passes this time, the validation failure notice clears and the invoice continues into approval. If errors remain, the notice updates with the new error list.
When to use it
After you fix an issue that triggered a validation error. Examples:
- A required field was missing. You filled it in. Click Validate.
- A line item three-way match failed because of a small quantity discrepancy that you reconciled. Click Validate.
- A duplicate notice was a false positive. You confirmed the invoices are different and dismissed the duplicate. Click Validate.
You can also use it after a rule's severity is changed (severity overrides go through your Mod AI implementation manager today — see Configuring rule severity). The new severity applies on the next run.
How to run soft revalidation
- Open the invoice from the Invoices list.
- Confirm the issue is fixed (the field has the right value, the duplicate has been dismissed, etc.).
- In the action bar at the top-right of the invoice detail page, click the Validate button. (The action bar shows Reject / Submit / Hold / Validate / Cancel Invoice — Validate only appears when validation errors are active on the invoice.)
The invoice runs through validation again. The Document notices panel on the left side of the page clears if the issue is resolved, or updates with whatever still fails.
What happens to existing notices
- If the underlying issue is now fixed, the corresponding notice clears.
- If the issue still exists, the notice stays and is updated with the latest error message.
- If new issues surface (for example, your fix triggered a different rule), new notices appear.
The flow is idempotent. Running soft revalidation multiple times back-to-back produces the same result.
Bulk soft revalidation
If you fixed the same issue across many invoices (for example, batch-updated a missing field via bulk actions):
- Select the invoices in the list.
- Click Validate in the bulk action bar.
- Confirm.
Every selected invoice runs validation. Results show on each invoice individually.
Acknowledging warnings
If a validation result is a warning rather than an error, you can choose to acknowledge it and proceed without resolving the underlying condition. The acknowledgment dialog appears when you take an action that requires the warning to be addressed (such as approving). The activity log records who acknowledged what and when.